Every time you make a Power BI report, there’s a million things you need to remember to do both as you go along and when you launch it. PARTICULARLY if you’re trying to follow best practices, it can be a lot to remember. What I like to do is make a checklist for this, and… Continue reading: Create a Power BI Best Practice Checklist
So I completely re-worked the way I did this in my YouTube video, here’s the new method. I’ve not yet had time to go through and re-write the associated blog article but wanted to leave the post here in case there’s any links persisting out there. Please see the video for the most up-to-date instructions!… Continue reading: Get Planner checklist/subtask items using Power Automate
If you’re looking for a simple no-code way to get Microsoft Planner data, Power Automate is the way to go. We can create a scheduled flow that stores the data in a SharePoint Online path, then connect to that file with Power Query in Power BI or Excel! Create a Scheduled Power Automate flow In… Continue reading: Get Planner data with Power Automate
SharePoint Online sources in Power BI do not require a gateway to schedule a refresh, making them a very convenient storage solution for file sources – in addition to things like SharePoint lists. You can use a gateway for SharePoint Online sources, but you would need to create a connection in the gateway for every… Continue reading: How to schedule refresh of a cloud file source in Power BI
If you’re using SharePoint lists for any kind of ticket or request management, you are likely to want to track how long it took to complete the request. We can do this automatically using Power Automate to set a “close date” date-type field. First, make sure you have a “close date” or “completion date” field… Continue reading: Tracking “days to complete” a SharePoint list item request
A good Power Automate approval flow has the following: This article is part of a series on doing request management with Microsoft Lists, so you might check that out as well! Power Automate makes it really easy to make a basic approval flow, but unfortunately it comes with none of the above out-of-the-box. I would… Continue reading: How to design a GOOD Power Automate approval flow
Reminders are an important part of any approval process. Microsoft published an article in their Power Automate blog about using parallel branches for reminders. The technique shared there is my preferred method as well – but if you read through the comments (note: you need to be logged in to see comments on the site),… Continue reading: How to create approval reminders in Power Automate (including timeout error handling)
Comments in SharePoint are a bit of a can of worms. There’s two types of comments: Modern comments My issue with the new modern comments is that they do not exist as real list data to be referenced by Power Automate or any kind of automated notifications. People interacting with the items only get notified… Continue reading: Techniques for managing comments in SharePoint lists
Request management (a.k.a. ticketing) can be extremely useful as a tool to manage and track work on a team. At the end of the day, this is essentially a form with a status field to track progress and automated alert rules. This is a replacement for email-based intake of work: the act of putting requests… Continue reading: How to create a request management system in Microsoft 365 with SharePoint
When you’re setting up conditional formatting for columns in SharePoint lists (a.k.a. Microsoft Lists), you are only given the option of configuring rules based on the current column settings that you’re looking at. But what if you want to create a formatting rule that looks at multiple fields? For example, if you want to highlight… Continue reading: Conditionally format a list based on multiple column conditions (no coding required!)